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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

The MB Group, LLC

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Plano, TX
The MB Group, LLC

The MB Group, LLC is a certified public accounting firm providing a comprehensive range of professional and consulting services.

The MB Group, LLC is a certified public accounting firm providing a comprehensive range of tax and accounting services. Founded in 2005, The MB Group, LLC is a growing mid-market firm that specializes in serving business owners, their stakeholders and their families. Our Firm was founded with a strong vision to be entrepreneurial and we employ a like-minded team of experienced accounting professio

nals who aim to serve as your advisors and as resources for ideas, solutions and strategies. Our passion is to transform businesses and the lives of their owners by professionalizing the finance function within their organizations.

07/17/2026

Behind every organized set of books is a team making sure the details are handled, the numbers are accurate, and everything stays on track. From day to day bookkeeping to keeping records clean and clear, that work makes a real difference.

When those pieces are taken care of, it is easier to make decisions, plan ahead, and stay focused on running and growing the business. There is a level of confidence that comes with knowing everything is in the right place.

And that can take a lot off your plate.

07/15/2026

A money market account is a type of savings account that often offers higher interest rates while still keeping your funds accessible. It is designed for those looking to earn more on their savings without locking their money away for a fixed period of time.

Unlike a traditional savings account, a money market account may provide limited check writing or debit access, making it a flexible option for managing short term funds. At the same time, it typically requires a higher minimum balance to maintain those benefits.

This type of account can be useful for setting aside emergency funds, saving for upcoming expenses, or holding cash while still earning interest. It offers a balance between accessibility and growth, depending on your financial needs and goals.

Understanding how different accounts work is an important step in making informed decisions and ensuring your money is working effectively for you.

07/13/2026

Every client experience starts with a strong foundation.

Each relationship begins with Maria, who helps guide the initial conversation and ensures every client feels supported from the very start. From there, clients are connected with a dedicated team of professionals who work together to understand their goals, provide strategic guidance, and oversee every aspect of their tax and financial needs.

What sets us apart is our collaborative approach. Behind every engagement is a team bringing different perspectives, technical expertise, and layers of review to help ensure accuracy, uncover opportunities, and deliver meaningful insights.

Because building a legacy requires more than a single transaction—it requires a trusted team committed to your long-term success.

07/10/2026

At MBG, we go beyond the numbers to help our clients make informed decisions, navigate challenges, and move forward with confidence. Our approach is rooted in understanding each client’s goals and providing the insight and support needed to reach them.

Growth is not just about where you are today, but where you are going next. We are here to help you get there.

07/08/2026

Summer provides business owners with a valuable opportunity to step back from day-to-day operations and focus on the bigger picture.

Whether you're evaluating an acquisition, preparing for a future sale, expanding into new markets, restructuring your organization, or navigating a significant financial change, the decisions you make today can shape the future value of your business for years to come.

Strategic planning isn't just about reducing tax liability—it's about creating opportunities, preserving wealth, and positioning your business for sustainable growth. Taking time now to evaluate your options and align your financial strategy with your long-term goals can help ensure you're building a legacy, not just managing a business.

The most successful business owners don't wait for year-end to plan. They make intentional decisions throughout the year that support their vision for the future.

07/06/2026

Meet Jennifer, our Financial Strategy and Advisory Manager at MB Group. Jennifer leads our CFO and advisory services, partnering closely with business owners to translate financial data into actionable strategies that drive growth and profitability.

From cash flow forecasting and budgeting to financial reporting, KPI analysis, and strategic planning, she helps clients gain a deeper understanding of their business and make informed decisions with confidence. Jennifer works alongside our clients to identify opportunities, address challenges, and build financial frameworks that support long-term success.

She is a trusted resource for both our clients and our team, bringing a thoughtful, solutions-oriented approach to every engagement. Her ability to combine technical financial expertise with practical business insight makes her an invaluable partner to the organizations we serve.

We are grateful to have Jennifer on our team and for the meaningful impact she makes every day.

07/04/2026

Happy Fourth of July from all of us at MB Group. Today we celebrate America’s 250th year of freedom. This marks a historic day for our country as we celebrate all that is still to come. We hope you have a fun and safe holiday weekend!

07/01/2026

We are officially halfway through the year, making now the ideal time to take a step back and evaluate your financial health. Are you on track to meet your goals? Have there been changes in your business or personal finances that require a shift in strategy? Midyear is the perfect opportunity to review your cash flow, reassess your tax planning, and ensure your records are accurate and up to date.

Connecting with your CPA now can help identify opportunities, minimize surprises, and keep you aligned for a strong finish to the year. The steps you take now can set the tone for a successful and confident year end.

06/29/2026

Is your cash working for you in the most tax-efficient way possible?

Understanding how your investments, asset sales, and overall portfolio impact capital gains can play an important role in your long-term financial goals. Capital gains are the profits realized when investments or other assets are sold for more than their original purchase price. Without proper planning, capital gains taxes may reduce more of your returns than expected.

Taking a proactive approach throughout the year can help you identify opportunities to manage gains, offset losses, and make informed financial decisions before tax season arrives.

Proper planning is most effective when it happens before year-end. A simple conversation about investment activity, asset sales, or future financial goals can help uncover planning opportunities and prevent surprises at tax time. Our team is here to help you evaluate your position and plan ahead with confidence.

06/26/2026

If you have ever met Maria, you know how driven, dedicated, and passionate she is about creating meaningful growth and strong relationships. Her commitment to business development goes far beyond what people see on the surface.

So much hard work happens behind the scenes to keep processes moving efficiently and opportunities growing. From strategic planning and communication to strengthening client relationships and supporting the team, every detail matters.

That consistent effort, collaboration, and vision are what help create long-term success and continued growth for our firm.

Address

5601 Democracy Drive, Suite 150
Plano, TX
75093

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+14698651040

Website

http://www.mbgcpa.com/

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